SCOPE Better by Role • 

Scoped to Succeed.

A role-smart upgrade that turned an unloved CPQ feature into the go-to way to price work.

95%

FASTER loads (30 s → 1.5 s)

50%

feature adoption

65%

FASTER scope completion

SCOPE Better’s “Pricing by Role” was vital, but with 30-second waits, hidden costs, and clunky clicks, only 22% of customers used it. Following a performance-first redesign that instantly surfaces key numbers and enables CX to trigger quotes in one click, adoption increased by 50%, scoping time decreased by 65%, and load times decreased by 95%, resulting in a significant reduction in pricing-related tickets.

Original Scope by Role table and features
Original Scope by Role
Scope by Role feature table redesigned.
Redesigned Scope by Role

As founding Product Designer, I pored over 100+ tickets, client spreadsheets, and stakeholder chats to spot three blockers: glacial speed, missing decision data, and Excel muscle memory. I rebuilt the flow with progressive loading (essentials first, details on demand), an Excel-friendly table that displays margin impact in real-time, and a one-click trigger for CX. Skeleton loaders, clear column grouping, and a fresh design system cut development effort by 40%, making quoting feel as snappy as typing a formula.

The page was on loading mode for over 9 seconds.
Loading screen remains around 10 secs or more depending of the size of their Scorecard
Scope by Role Wireframes
Wireframe of By Role view and By Task view
Final interphase with anotations
Collection of most use components on this feature. Financials is use in all types of scoping, which is already on the design system.
Most relevant Finance information in one sight.
I designed the flow with a split path, depending of users choosing pre-loading roles or not. And how to let the user understand the consequences of their choice.
Flows when creating from scratch a Scope by Role, without and with preloaded Roles and Departments.

“The updated pricing tool has cut our project scoping time in half and eliminated the pricing errors that used to cost us thousands.

 

 

–– Agency CEO and ScopeBetter client

Company

SCOPE Better

Year

2023-24

Design Tools

Figma and Miro

Project Timeframe

1 Month

Uncover more of my work

  • Unblock setting a new scope in seconds to enjoy the real product value.
  • Ending the “needle-in-a-haystack” hunt. A zero-to-one feature that slashes the pain of editing 500-row scopes.
  • Design a flexible structure that supports richer communication at scale, without adding visual or cognitive clutter
  • Design a flexible structure that supports richer communication at scale, without adding visual or cognitive clutter
  • Ending the “needle-in-a-haystack” hunt. A zero-to-one feature that slashes the pain of editing 500-row scopes.
  • Unblock setting a new scope in seconds to enjoy the real product value.
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